Latest Institutional Transactions on Dimensional ETF Tr Short Durat (DFSD)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Short Durat (DFSD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.4K+ 7.73% |
$951K - $968K
|
284K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
88.6K+ 7.2% |
$4.14M - $4.21M
|
1.32M
$63.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-512- 5.0% |
$23.9K - $24.3K
|
9.72K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.8K- 5.39% |
$224K - $228K
|
84.2K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
92K+ 81.9% |
$4.3M - $4.37M
|
204K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
875+ 2.96% |
$40.9K - $41.6K
|
30.4K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
40.4KNew |
$1.89M - $1.92M
|
40.4K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.27% |
$583K - $594K
|
394K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
37.4K+ 30.16% |
$1.75M - $1.78M
|
161K
$7.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
409+ 1.03% |
$19.1K - $19.4K
|
40.2K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-617- 0.8% |
$28.8K - $29.3K
|
76.2K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.3K+ 5.22% |
$3.42M - $3.48M
|
1.48M
$70.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.22KNew |
$244K - $248K
|
5.22K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.96K+ 29.57% |
$185K - $188K
|
17.3K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.87K+ 10.21% |
$181K - $184K
|
41.8K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
817New |
$38.2K - $38.8K
|
817
$39.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
24.8K+ 11.28% |
$1.16M - $1.18M
|
245K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.69K- 18.9% |
$79.1K - $80.5K
|
7.26K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.26KNew |
$199K - $203K
|
4.26K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
142New |
$6.64K - $6.75K
|
142
$6.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
205K+ 7.56% |
$9.58M - $9.75M
|
2.92M
$140M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.73K- 3.98% |
$80.7K - $82.1K
|
41.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-20.7K- 10.08% |
$970K - $987K
|
185K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
480+ 10.84% |
$22.4K - $22.8K
|
4.91K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.45K+ 16.84% |
$208K - $212K
|
30.9K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
13.3K+ 2.74% |
$621K - $632K
|
499K
$23.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
277K+ 34.18% |
$12.9M - $13.2M
|
1.09M
$52.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.2K+ 9.29% |
$479K - $487K
|
120K
$5.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.66K+ 1.46% |
$124K - $126K
|
185K
$8.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28- 0.65% |
$1.31K - $1.33K
|
4.29K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11K+ 1.25% |
$515K - $524K
|
892K
$42.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
46.8K+ 7.25% |
$2.19M - $2.22M
|
692K
$33.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.4K+ 13.85% |
$299K - $304K
|
52.6K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
365+ 3.8% |
$17.1K - $17.4K
|
9.96K
$478K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 12.68% |
$424K - $431K
|
80.6K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
31K+ 416.23% |
$1.45M - $1.48M
|
38.5K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
262K+ 46.39% |
$12.2M - $12.4M
|
826K
$39.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.29K- 17.63% |
$107K - $109K
|
10.7K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.2K+ 8.73% |
$479K - $487K
|
128K
$6.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-10.4K- 15.19% |
$487K - $496K
|
58.2K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3K+ 7.62% |
$479K - $488K
|
145K
$6.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
872+ 1.1% |
$40.8K - $41.5K
|
80.1K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.9K+ 35.06% |
$602K - $612K
|
49.6K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-3.09K- 8.96% |
$145K - $147K
|
31.4K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
218K+ 10.64% |
$10.2M - $10.4M
|
2.27M
$109M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
650New |
$30.4K - $30.9K
|
650
$31.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
7.22K+ 1.99% |
$337K - $343K
|
369K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-3.97K- 1.13% |
$186K - $189K
|
349K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.82KNew |
$272K - $277K
|
5.82K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$477K - $486K
|
10.2K
$490K
|